Manage your collection settings

Here we'll cover your options to tailor your collections to your needs.
Access your collection settings
You can access the settings of your collections by activating the layout editor (1), and clicking on the cog icon next to your collection’s names (2).
General tab
As you can see above, the name PatientStatus isn't editable (1), since it's the technical name of the collection introspected by Forest Admin.
If you wish to change that name, you may use the Display name field. Here we've named our collection Patient (2). Note that the plural form of the display name you specified is automatically managed, however you can control it by configuring it manually (3).
The Icon field allows you to change the icon next to your collection name.
The Reference field field enables you to specify how links to a record of that collection should be displayed. For instance in our Live demo, the Customers collection has its reference field set to fullname, so that it appears as such any time a reference to a record of this collection is displayed:
If no reference field is given, id is used to display the reference link.
Finally, the Sorting field and Order fields allow you to manage how you want your collection's data to display at page load. In the image above, we've set them to updated at and descending respectively, so that going to the Addresses Table View will show your data ordered from most recently updated backward.
As you can see, the column header shows a down arrow which notifies you it is sorted.
Collection permissions
Collection permissions are managed within Roles, expect the following UI-related option:
Permission
Meaning
Access to records through segments only
(default: unchecked) If checked, only segments will be accessible. Not the collection itself. If you click on the collection in the side bar, you will be redirected to the first available segment.
Other tabs
Fields settings are covered in the Fields section.
Segments settings are covered in the Segments section.
Smart Actions settings are covered in the Actions section.
Smart Views settings are covered in the Views section.

Permission	Meaning
Access to records through segments only	(default: `unchecked`) If `checked`, only segments will be accessible. Not the collection itself. If you click on the collection in the side bar, you will be redirected to the first available segment.

Last modified 1mo ago